30 seconds summary
Short and simple
A complex and extensive sales process implemented simply: The Sales Cloud as a central system for the documentation and cooperation between different departments. From acquisition to offer calculation and preparation to order verification.
- Unite data silos in one central system
- Minimize manual workload and long communication channels
- Away from the analogue to the cloud: merging all data and departments
- Überblick of every status and every customer
- Ten departments, all sub-processes and all documentation stored centrally in the cloud: For more overview and transparency
- Rights and role system as well as task reminders and to-do lists create new, efficient ways of working
- Everything at a glance: status query thanks to the “traffic light system” and visualized processes
- Time savings & reduction of sources of error: Partially automated process for offers
- The competitive advantage: Automation of manual activities enables a stronger focus on the customer and solution-oriented, fast processing of inquiries
ABOUT THE PROJECT
Why Salesforce & Salesfive
Schmiedetechnik Plettenberg GmbH & Co. KG produces high-precision components for international customers in the automotive and non-automotive sectors using solid forming with downstream machining.
The customer base and the sales team have grown over the years – so has the complexity in the process. In order to be able to continue to offer the best advice and also to exploit development
In order to be able to continue to offer the best advice and to exploit development potential more, digitization was initiated by means of a uniform CRM system for the entire customer processes. Salesforce as a flexibly adaptable system and Salesfive as an agile partner for rapid implementation and subsequent expansion were the perfect solution here.
Salesforce by Salesfive
Our Salesforce Solution
- Rapid initial implementation of the Sales Cloud with subsequent expansion
- Introduction of a multi-stage new customer process (from acquisition to calculation to order processing) with various sub-processes and documentation of the respective departments
- Conception and introduction of a rights and role system
- Integration of the ERP system
- PDF Butler for the automatic generation of PDF files (quotes) from Salesforce
- Integration of the Sharepoint database: Access anywhere from Salesforce
The advantage for Schmiedetechnik Plettenberg
- Uncomplicated information and data transfer with the Sales Cloud
- A uniform, multi-stage offer process brings all parties together: no more black boxes and no more cumbersome inquiries
- Replacement of analogue documents and an old server structure with the cloud: Central, fast loading times, mobile access 24/7
- Reminders, task lists and status queries at a glance allow full concentration on the customer
- Rapid rollout with planning for expansion after go-live: Gradually the perfect system for everyone involved
A clear competitive advantage: Digitization with Salesforce. Our individual and complex quotation process requires precision, multiple adjustment loops and accurate documentation in order to offer our customers the best product. With Salesforce we have mastered the first step – we look forward to more!
– Schmiedetechnik Plettenberg
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